Keep up to date with new Karbon features and functionality. Every product update is made to address customer requests, enhance performance, and improve the work day for customers.
December 11, 2023
December 112023
It’s the 22nd and final Karbon update of 2023. Now you can create bite-sized summaries of internal notes with Karbon AI, track the realization of your staff, download invoices, keep UK contact records automatically in sync with Companies House, and more.
More detailsNovember 26, 2023
November 262023
Add a Slack conversation to a Karbon timeline and assign it as a task to colleagues with the Karbon-Slack integration. This release also includes enhancements to the Companies House integration, a change to the default resource planning week for recurring work items, and the ability to accept New Zealand card payments.
More detailsNovember 06, 2023
November 062023
After successful beta programs, contact merging and Client Team custom fields are available to all customers. This release also adds the ability to delete manual payments, void sent invoices, and accept card payments from UK clients.
More detailsOctober 16, 2023
October 162023
This release makes it easy to import invoices into QuickBooks Online or Xero, adds the ability to accept card payments from Australian clients, and gives KPI customers one-click credential access.
More detailsSeptember 28, 2023
September 282023
Boost productivity with Karbon AI in open beta—available to all Karbon customers. Manage email addresses in user profiles, redesigned Assignment and Cleared Triage icons, Utilization report enhancements, bill by Colleague rate and control budget by amount.
More detailsSeptember 05, 2023
September 052023
Action emails on your terms, more control over user permissions, track time based on profile roles. Client team custom fields to oversee work items, and beta test new features—duplicate contacts, bill by colleague rate, and control budgets by amounts.
More detailsAugust 21, 2023
August 212023
Enhance the security of the client portal by offering optional Two-Factor Authentication (2FA) for clients. Plus, it's easier than ever to track and reset client access.
More detailsAugust 14, 2023
August 142023
Send Client Requests to multiple clients with ease, condense more emails into concise summaries with Karbon AI, and create bulk work items from a single template. In Billing and Payments, clients can securely store payment details for future use.
More detailsJuly 25, 2023
July 252023
Create an email task directly in a work template, and use it for future work items.
More detailsJuly 06, 2023
July 062023
Maintain organized contacts through a two-way sync with XPM. Find what you need quickly with a new search tab, exclude words, and search contacts by phone or registration number. Gain insights into team capacity using the KPI Resource workbook.
More details
